See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,241 | $167,307-21.0% | $143,757-8.0% | $134,475-1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.51% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,773 | $5,619-50.6% | $4,951-44.0% | $4,740-41.5% |
| Participant deferral / active EE | $6,796 | $6,446+5.4% | $5,637+20.6% | $6,400+6.2% |
| Admin fee / account holder | $43,931 | $18,088+142.9% | $14,673+199.4% | $11,426+284.5% |